Tufton Capital Management, Llc
- Regulatory AUM
- $464M
- Discretionary
- $464M
- Clients
- 248
- Avg AUM / client
- $1.9M
- Accounts
- 423
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Apr 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 78 | $25.0M | 5.38% |
| High net worth individuals | 170 | $407M | 87.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $0 | — |
| Charitable organizations | Fewer than 5 clients | $11.5M | 2.48% |
| Corporations and other businesses | Fewer than 5 clients | $20.2M | 4.37% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Dla Piper Llp (Us) Profit Sharing And 401(k) Savings Plan Dla Piper Llp (Us) | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Paul Schopf | Partner | Jan 2004 (23y) | 10% – 25% | |
| John Scott Murphy | Partner | Feb 2004 (23y) | 10% – 25% | |
| Charles Avery Meyer | President / Chief Compliance Officer | CFA | Nov 2013 (13y) | 50% – 75% |
| Barbara Lascuola Rishel | Registered representative | Jan 2023 (4y) | ||
| Ricky Scott Rubin | Registered representative | CFA | Jan 2023 (4y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Dla Piper Llp (Us) Profit Sharing And 401(k) Savings Plan | Dla Piper Llp (Us) | 3,042 | $1.7B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/13/2026 | 927 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 13, 2026.
View current Form ADV (SEC/IAPD) ↗